How can Zeta help you manage your finances as a couple? (Mark all that apply.)

SHARING: Have one place to manage your personal and shared accounts.

BUDGETING: Understand how much you spend together and individually.

GOAL-TRACKING: Track your shared goals together.

COMMUNICATION: Help me figure out how to talk about money with my partner.

ADVISING: Access financial coaching as a couple.

Other

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My significant other and I had had a few conversations about finances but we needed some help defining our goals and getting on the same page. Our CFP was instrumental in developing a plan for us and helping us create the habits to stick to it! We still check in with her every 6 months.

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Farman

Recently engaged

Isabel

Married for 3+ years

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In this day and age, one of the biggest needs for couples is financial literacy. Zeta has been able to provide us with useful and interactive resources to help us properly understand how to work together on budgeting, savings, and goal tracking for our short term and long term goals.

Nicole

Living together for 4+ years

As we got older, it became increasingly clear that we needed to get serious about our finances, especially if we wanted a stable future together. Thanks to Zeta, we've been able to develop a budget, stick to it, and have saved enough to go on our first vacation together next year!